Anic Equity¶
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Total return since start: 0.429 %¶
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Equity now: -----------------------------> 43647.03 Kr¶
Max Equity ever reached: ------------> 43878.34 Kr¶
Portfolio value: --------------------------> 40040.34 Kr¶
PnL: ---------------------------------------> 3870.34 Kr¶
DD now: ---------------------------------> -0.527 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2022-08-04 22:56:22.227435'
Benchmark comparison¶
--------------------------------------------------------------------------- NameError Traceback (most recent call last) ~\AppData\Local\Temp/ipykernel_7144/152458208.py in <module> 5 cnt = 0 6 equity = equity + [df_Equity.Equity[0]] ----> 7 dates1 = dates1+ [dates[0].date()] 8 for i in range(len(dates)-1): 9 if dates[i+1].date() > dates[i].date(): NameError: name 'dates' is not defined
Anic Portfolio Holdings¶
| volume | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|
| name | |||||
| Electrolux Professional B | 144 | 8906.40 | 802.40 | 9.9 | 8104.000032 |
| Cavotec | 477 | 8752.95 | 742.95 | 9.28 | 8010.000081 |
| Fagerhult | 176 | 9134.40 | 1229.40 | 15.55 | 7905.000048 |
| Calliditas Therapeutics | 48 | 5232.00 | 614.00 | 13.3 | 4617.999984 |
| Mangold | 1 | 3530.00 | 252.00 | 7.69 | 3278.000000 |
| Africa Oil Corp | 140 | 2594.20 | 300.20 | 13.09 | 2293.999960 |
| Tietoevry | 2 | 548.80 | 39.80 | 7.82 | 509.000000 |
| Tele2 B | 4 | 453.00 | -26.00 | -5.43 | 479.000000 |
| Nivika Fastigheter B | 7 | 422.80 | 8.80 | 2.13 | 413.999999 |
| BICO Group | 2 | 97.04 | -101.96 | -51.24 | 199.000000 |
| Cary Group Holding | 3 | 187.95 | -4.05 | -2.11 | 192.000000 |
| Kinnevik B | 1 | 180.80 | 12.80 | 7.62 | 168.000000 |
| TOTAL | 40040.34 | 3870.34 | -0.52716% | 36170.000104 |
Updated:¶
'2022-08-04 22:43:59.867354'
None
Last optimization/rebalancing:¶
'2022-07-11'
Next optimization/rebalancing:¶
'2022-08-20'
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
